DFX Intelligence
This firm's name, 4 more other clients and 11 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
7 allocators
- LBS Financial Credit Union Defined Benefit Pension Plan Actuarythrough Dec 31, 2023
- UB Distributors, LLC Pension Plan Actuarythrough Dec 31, 2022
- Actuarythrough Dec 31, 2022
+4 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
14 rows, $303,277 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan | 2025 | 13 15 28 34 38 50 52 64 65 | NONE | |
| Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan | 2024 | 13 15 28 34 38 50 52 64 65 | NONE | |
| LBS Financial Credit Union Defined Benefit Pension Plan | 2024 | 11 13 15 28 38 | NONE |
+11 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
- with this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedTri-State Armature & Electrical Works, Inc. Employees' Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov